Free

Supporting your ClickSWITCH Clients

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This is a 30-minute session discussing how to answer questions that your clients may have when using ClickSWITCH. There will be dedicated time at the end to answer any specific question you may have.

We will cover:

- Login problems & resetting passwords

- Avoiding duplicate enrollments

- SwitchTRACK codes & welcome emails

- Unlocking Accounts

- Editing Client information

- How to choose the correct Biller/Depositor

- The process of a switch & what each status means

This session is intended for staff and admin users. Sessions are held in the Central Time Zone and this session is approximately 30 minutes long.

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https://zoom.us/j/927521169

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+16465588656,,927521169# US (New York)
+16699006833,,927521169# US (San Jose)

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+1 646 558 8656 US (New York)
+1 669 900 6833 US (San Jose)
Meeting ID: 927 521 169
Find your local number: https://zoom.us/u/ad2vMZgjgW


**Please note that some financial institution security systems are set so that access to this webinar is blocked. You may want to contact your IT Department before this training is scheduled to begin so that any needed adjustments can be made. They will need to allow access to https://zoom.us.

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